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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,049 | $85,024-85.8% | $70,544-82.9% | $139,466-91.4% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.4%-4.7pp | 80.3%-16.7pp |
| Annual return | 21.41% | 30.39%-9.0pp | 32.79%-11.4pp | 373.66%-352.3pp |
| Employer contribution / active EE | $59 | $3,912-98.5% | $2,976-98.0% | $4,754-98.7% |
| Participant deferral / active EE | $1,334 | $5,891-77.3% | $4,568-70.8% | $6,712-80.1% |
| Admin fee / account holder | $6,116 | $8,928-31.5% | $6,427-4.8% | $11,409-46.4% |